Documents

Allow functionality when clickjack protection is enabled

As part of Salesforce's Health Check, it is recommended that clickjack protection is enabled for customer Visualforce pages. However, it has been identified that if we enable that security setting then the out of the box lightning button for gener...

Guest over 4 years ago in Documents / Lightning Experience 0

8 VOTE

Adjust addendum functionality to support Salesforce Files

Allow the use of Salesforce Files and Content Documents in the addendum functionality. Currently, it only supports Documents, which are not supported in Lightning, and makes using the app for Salesforce communities far more difficult.

Guest over 5 years ago in Documents / Document Automation 2 Open for voting

1 VOTE

DocGen Multiple Document Merge File Name

It would be nice to be able to add tags before and after the housed file name in multi-document merges - essentially create a 'file name' tag or something for the naming convention. It would help cut down time on editing file names after merge.

Guest 9 months ago in Documents 0

11 VOTE

Preview document in browser

Our customer who are using drawloop are seeking for document preview feature. They want to user to stick its current window and view the document which is generated. once user check that document is generated fine then user click on continue to mo...

Guest about 8 years ago in Documents / Document Automation 1 Under Review

1 VOTE

Enhanced documentation regarding aligning radio buttons from secure fields in the templates

There is no documentation on how to align radio buttons made from the secure fields in word templates. It is a very time-consuming manual process. Any guided help or best practice recommendations would be appreciated.

Guest 9 months ago in Documents / DocGen for Salesforce 0

2 VOTE

Provide full name of attachment in DocGen package when only one document is selected

Currently, if a DocGen email has multiple attachments, each attachment retains its unique name. However if only one attachment is selected it will lose its unique name. This makes it difficult for the user to make sure that the correct document is...

Guest over 1 year ago in Documents / Nintex DocGen 0 Open for voting

3 VOTE

Support Knowledge RichText Field image resizing

Knowledge object richtext field allows for image resizing in the interface but the image comes out full size.

Brent Byhre about 2 years ago in Documents / Setup and Configuration 0 Open for voting

3 VOTE

Support Roles and their Hierarchy of a Public Group for Availability to a DocGen Package

Currently, The User must be added directly to the Public Group for the DocGen Availability to work as designed. It would be nice to check Roles and their subordinates in the Group Rather than just the User.

Brent Byhre over 2 years ago in Documents / Setup and Configuration 1 Open for voting

10 VOTE

Send generated documents to the Document Queue as Files instead of attachments

When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no ...

Guest over 7 years ago in Documents / DDP Management and Creation 0 Open for voting

12 VOTE

Ability to Run Own Usage Reports

The ability to run usage reports at a user level. We need to know if our users are creating the set amount of documents when utilizing the Drawloop app. This keeps the managers in the know and ensures every user is using the application to perform...

Guest over 9 years ago in Documents / DDP Management and Creation 0 Planned

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